| LIRSX | TROZX | LIRSX / TROZX | |
| Total Expense Ratio | 0.98 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.98 | 0.65 | 151% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 13.579 | 13.336 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 17B | 3% |
| Annual Yield % from dividends | 2.06 | 2.95 | 70% |
| Returns for 1 year | 28.83 | 29.33 | 98% |
| Returns for 3 years | 73.86 | 87.69 | 84% |
| Returns for 5 years | 65.06 | 100.86 | 65% |
| Returns for 10 years | 114.71 | N/A | - |